Joshua Dandurand
Walden Financial · Granville, Ohio
Joshua Dandurand is a fee-only financial advisor at Walden Financial in Granville, Ohio. Joshua charges a percentage of assets, a one-time planning fee and an ongoing planning fee (one-time plans from $1,500 and 1% a year on the first tier of assets managed).
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Facts
| Firm | Walden Financial |
|---|---|
| Based in | Granville, Ohio |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $1,500 · 1% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $52.8M across 337 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6188347 |
| Exams passed | Series 66 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.walden-financial.com |
| Profile |
How Joshua's firm compares
- A one-time plan starts at $1,500, in line with the Ohio median of $1,500 for fee-only firms that publish prices.
- Walden Financial's average account is about $157,000, from its Form ADV (assets managed divided by 337 accounts).
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Questions about Joshua
Is Joshua Dandurand a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Walden Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Joshua charge?
According to Walden Financial's website, checked October 30, 2026: one-time plans from $1,500; 1% a year on the first tier of assets managed; no asset minimum.
Where is Joshua Dandurand based?
Joshua Dandurand is based in Granville, Ohio.
Is Joshua Dandurand registered with the SEC?
Yes. Joshua Dandurand is registered as an investment adviser representative in OH (CRD 6188347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Walden Financial manage?
Walden Financial reports $52.8M across 337 accounts in assets under management.
How do I contact Joshua Dandurand?
Through Joshua's website, www.walden-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Walden Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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